1500W 2nm GPUs in 2026? Only half kidding...
It’s important to note that node naming schemes are becoming less and less relevant. The move to a smaller node implies smaller transistors and greater density, but TSMC’s N2 node won’t actually impress all that much when measured in those terms, delivering a relatively minor 1.1x density increase compared to the N3E node.
While devices built with N2 products are still a few years away, N3 products are much closer. TSMC detailed five different N3 tiers. TSMC will start with its first generation N3 before tweaking the process with N3E , N3P , N3S , and the Ultra-High Performance N3X. The first 3nm chips are set to be shipped to manufacturers at the end of this year.
That would mean N3 won’t be used in Apple’s upcoming iPhone 14, though in 2023, devices with M3 processors are likely. There’s some speculation that in its 15th Gen Arrow Lake processors in 2024. AMD’s Zen 5 processors may use it too. As for graphics cards, given that Nvidia and AMD are stretching out their release schedules, RDNA 4 and RTX 50 series cards are certainly at least two years away from release.
It’s far too early to speculate about what devices may include N2 products. The companies with the big bank balances will surely be first in line. The usual suspects including Apple, Qualcomm, AMD and Nvidia will be sniffing around. A lot can change in four years though.Chris' gaming experiences go back to the mid-nineties when he conned his parents into buying an 'educational PC' that was conveniently overpowered to play Doom and Tie Fighter.
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